What are the potential implications of the tariffs on inflation according to the text?
Nomura's Nicholson on "Prudent" Fed, Portfolio Strategy

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OPEN ENDED QUESTION
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2.
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How has the Fed managed the economic situation during COVID according to the speaker?
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What is the speaker's perspective on the current state of the US economy?
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What sectors does the speaker believe will be interesting for investment?
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What strategies does the speaker suggest for building resilient income?
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